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At some point, after entering all those referral records you’re going to want to produce some reports. This blog will help you understand your choices with reports. ReloSpec report categories and features as shown on the REPORTS page are listed below.

Most Popular; When you click the radio button for ‘Most Popular’ in the upper-left of the REPORTS page a listing of the most popular ReloSpec reports will be displayed. These reports are selected for you by the ReloSpec Team and are always subject to change.

My Favorites; Clicking the ‘My Favorites’ button will display the reports you have designated in the SETTINGS page. They are unique to your database and may be edited at any time by you. When you first start with ReloSpec there are certain default reports that are displayed.

All Reports; By clicking the ‘All Reports’ button, all ReloSpec reports will be displayed.

Advanced; Advanced reports allow you to filter using droplists and calendars and produce “pretty” reports that may be downloaded to Excel, or exported to a PDF or MS Word format.

Standard; The Standard reports are more simple but sometimes have more flexible filtering. Results are displayed in rows and columns without grouping (like Advanced reports), and Standard reports may be downloaded to Excel.

Miscellaneous; These reports have special uses and are not generally used to produce “regular” reports.

There are a few special features with ReloSpec reports in addition to the categories above.

Activity reportsstart with “Activity…” in the report name and are used to display all activities within a date range. They typically include Incoming/Outgoing/Other records that came in or went out or were Closed no matter when they came in.

Closed reportsstart with “Closed…” in the report name and display records that were closed within the date range.

Scorecard reportsstart with “Scorecard…” in the report name and display records for a specific Agent or Office.

Scheduled reportsare certain reports which ReloSpec automatically sends to agents or Office Managers as scheduled in advance. Upon receiving the email, the agent or manager can click a link in the email and view in Read-Only mode records pertaining ONLY to them. You select which report you want sent to whom and when. ReloSpec does the rest! A ReloSpec Team member can help you arrange for Scheduled Reports.

Custom Financial Report is a special report that allows you to select the fields you want, filter the records and sort the results. It is a great report for quickly finding the data you want.

If you cannot find the report you need or if you want help with the ReloSpec reports, let a Team member know. We’re here to help you!

Many of you are using the Referral Submit Form to allow your agents and contacts to submit new referrals directly into your database. The agent clicks a link on your company website or from your ReloSpec Email Signature, completes the online form and clicks SUBMIT. ReloSpec accepts the referral into your Import table and sends an email to let you know it is there.

Now there is a special Referral Submit form your clients may use to submit their own referral. It is the Referral Submit Form – Needs Analysis and is listed in your FORMS page. There are some significant differences with this new form.

When you email the Needs Analysis form to the client it comes in the form of a personal letter and contains your ReloSpec Email Signature.

You may specify your own Body Of Letter to be included with the letter if the brief instruction is not enough.

If sending it manually, you may add your own text that will appear at the top of the email.

The email letter contains a link that when clicked will open the Needs Analysis form for the client to submit.

When it is submitted ReloSpec will send a notification email to the address for the “Referral Submit Form” user in your Users table.

There are many fields in the Needs Analysis form that are not found in ReloSpec. For those items that don’t already have a field, a brief description and the client’s input is added to the Client Comments field and would be included in the Agent Assignment and other ReloSpec forms sent to agents and contacts.

We hope you find this new tool valuable and helps you get the most from your ReloSpec.

We often hear ReloSpec users say, “I know it could do more for me, but I don’t have the time to learn how”. Use the Express links on the Main Menu page and let ReloSpec do things automatically!

The greatest advantage to using the Express ‘Incoming’ or ‘Outgoing’ referral form is that you choose the Action Plan before clicking SUBMIT and ReloSpec does the rest! It selects the Tasks to be done and if they’re due today it automatically sends the AutoPilots! Just fill out the form, select the Action Plan and SUBMIT. Easy and FAST!

Plus, the Express links include a list of AutoPilots due to go out, and a list of Responses coming in. Want it more automatic? Let a member of the ReloSpec Team know you want your AutoPilots sent for you. We’ll add your name to the list of people whose AutoPilots get sent each morning. You don’t even need to login!

And, for Responses, if you want, you can have all your responses go automatically to the Notes table. Then, when you select a record in the Client List page you’ll see ALL notes and not have to also check to see if there is an update waiting in the Responses table. You can turn this feature on or off in the Settings, Users page.